E-Pay. According to the survey by the Journal of Accountancy, Drake Software has gained the highest overall rating (4. 9 days ago @ 7:44 PM Purchasing + Installing How do I install Drake Tax? Drake Software customers can download and install available versions of Drake Tax (federal and state. Tire Gauge with Clip. M1 x18. We think of it as the secret to our success - and yours. If you are experiencing an issue while working on a particular client in your Drake Accounting ® program, please don't hesitate to contact the Drake Accounting ® Support staff at 828-349-5908. 1. The program updates all existing client folders in the current tax year. For next day or second day air shipping please call for a quote. exe” files in the main Drake Accounting ® folder (substitute YY for the year of DAS): DrakeAccounting20YY. Double Window Tax Folder with Side-Staple Tabs and Pocket (SSDWXX) for Drake and TaxWise Tax Window Folder with Dimond Design Side-Staple Tabs with Pocket (LA40XX) for Lacerte and ProSeries Tax Return Folder with Border (FOLDER) If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). Regardless of the order documents are scanned,. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Use this manual in conjunction2017 Rating – 4. g. Select the e-sign PDF (an e-sign PDF is identified in the Drake Documents Type column as a Signed. And, they are all backed by our Lowest Prices Guaranteed. Choose white or light blue covers with side-staple tabs that are great for securing tax returns. Lockhart tax return presentation folders are quite simply, a class above, without peer, and made from the finest premium cover stock available. Check your downloads folder for the executable if the file does not begin to run automatically. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Features & Specs: We offer the most complete assortment of Software Folders and Tax Envelopes compatible with the most popular preparation programs on the market today. If there are non-Drake Tax files you want to add to the backup, click Add related to Custom Files. to continue. 3799 [email protected] your computer, press Windows key + E to open the File Explorer. Drake Software requires certain files be located on the same computer used to transmit tax returns. Expanding Legal Size Folder. 1. The windows are positioned to align with the cover sheet produced by your software package. QuickBooks Checks & Supplies. 17. Review. Go to the drive where Drake is installed (i. You can copy or cut a document and paste it into another folder, or. 9500 Webinars at DrakeSoftware. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. Select Yes to exit the Update Manager. com provides discount tax return folders and tax slip sheet folders to the accounting, bookkeeping and CPA industries. It's perfect for client organizers. 890. Drake Tax; Practice Management; Tax Packages; Hosting Solution; Web-based Solutions; Bank. Window folders are guaranteed compatible with: ProSeries™ and Lacerte™. with TheTaxBook ®, the tax research product that has received the highest rating from CPA Practice Advisor readers since 2013. For example, C:ConversionData. Single Office Package Price $3,049. From the Report manager, create a custom report that includes all the client data you want to export. The lists below are extracted from the Quick Reference Guide. 250. 1" expandable for larger returns. More Details; Request Sample; Priced Per Quantity (Each) 50. 2019 Rating – 4. located in the PDF folder on the Drake Software CD and from your User Account. Tax-Aid slip sheet expandable mailing envelope is guaranteed to work with Tax Wise®, Drake®, and TaxSlayer Pro® third-party s. Folders are constructed of 80 lb. Minimum of 50. 1. . Current year. Find tax software folders and envelopes that are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and other software. Tax Software Compatible Envelopes. Produce a return summary with every return prepared. Account and Serial NumbersFrom there, you can choose to either back up all Drake Tax files or individual ones—and these can be anything from folders to photo albums. Click here to add an E-File Option to your current PPT Express. Choose from various colors, sizes and styles to suit your needs and budget. Advance CTC payments must be reconciled on the 2021 tax return. Envelopes & Tax Software Order Tax Software Folders from Greatland! Contact Us 2480 Walker Ave NW Grand Rapids, MI 49544 Call us at 800-968-1099 Click the arrow beside the Drake Help button to access a video tutorial. as those in Drake Tax. 341. Custom subdomain – <yourbusinessname>. $ 1. • Video Tutorials, a compendium of more than 200 how-to videos Drake Tax has released on how to use Drake Tax and related programs. Let our 25 years of experience work for you!In the Drake Portals pane, click on the Files tab and select the client default folder in which you want to add a custom folder. 1" Expandable Tax Return Software Folders. Click Save, and then click OK. To remove a duplicate or blank entry in the CSM or PCM, follow these steps: Log in to Drake Software as Admin (not just as an Administrative user). 12-765b MultiTax Folder: Tax Return Embossed and Foil Center Cut Top Tab - Burgundy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Locate the file and either right click and copy the file or use the drag-and-drop function to move it to the client's Drake Documents folder. Use these 80# folders with your UltraTax software by Creative Solutions, Max & Saber 1040 by ATX, or your own application. Support – 1" Expandable Tax Return Software Folders. • Customizable cabinets and foldersIf you want to include your Drake Documents files, select Include DDM. More Details; Request Sample; Priced Per Quantity (Each) 50. • For either cabinet, we recommend that you select Allow Drake to set up Docu- ment Manager Client Folders. TaxWise Online. 2 Months Ago Drake Documents. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 1. Drake Tax Folders. 6. Digital work papers are a quick scan away. No rights or endorsements are assumed or implied. Select the boxes to the left of the client folders you want to archive or click Select All. Click OK. The software can be used on a single workstation or your choice of network configurations. Technology. Federal & State Business Returns (In TaxWise Desktop) 1120, 1120S, 1065, 1041, 706, 709, 990. Click Exit. The windows are positioned to align with the cover sheet produced by your software package. . 500. 29. 2. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, TaxWorks, and Ultimate Tax software. It is also advisable to make a backup of your current files to prevent loss of data. These tax return folders give you a high quality image at a very affordable cost. Select New Report. The new folder appears in. . • Manual and Online Resources, a link to Drake Tax manuals, practice returns, IRS pubs, and Drake Software shipment letters, all in PDF format, readable online or available for download. " In the "Map Network Drive" dialog, select a drive letter, and make sure the "Reconnect at logon" box is checked. Order as few as 50 folders and get big discounts on larger quantities! Easily staple tax returns to the top tab, and fold over to display the coversheet through the windows. 12-490 InTax 1" Expansion Folder: Center Cut - NAVY. In the Drake Portals pane, click on the Files tab and open the folderDocuments to Preparer. . Use the Passport to Success to help get you ready for a. Custom imprinted or foil-stamped folders. 75"W x 11. When requested by our Support to do. Drake Software User’s Manual About Your Drake Software User’s Manual Tax Year 2015 5 1 Introduction Drake Software has some exciting changes and additions for the 2015 tax season: Link-Backs, DoubleChecks, and LookBack, new forms, new screens, and new work-sheets, new partnership K-1 allocations, enhanced email setup, footers for letters andTop 6 Reasons to. . 17Nelco provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, blank W2s, and several other products. Due to nationwide paper shortages, folders may be produced with a slight variation in color or finish. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Reinforce the high value of your work and ensure you project a brand image of preeminence and distinction to. The displayed structure represents what is created when you add new returns to the software. To customize the folder and file structure created by Drake Software, you can add subfolders to the required folders. In. Click OK. Under the From Preparer section, click the Upload icon. Optional personalization available in gold or silver foil with a 1 or 2 line imprint. We offer a full line of tax return folders, tax report covers & tax report envelopes that are compatible with Drake™ Tax preparation software. Reasons for Switching to Drake Tax: Our renewal was going to be over $16,000 and Drake was about 1/4 the price. Affordable, high-quality presentation folders and document covers for client income tax returns. screen, choose an install location for Drake Tax, then select the states . 29. 2 Piece Report Cover w/ Window. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Once added to a folder, files are listed in the right pane of the Working Cabinet window. 25. Alternatively, during the. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,To send the documents saved during the current tax season, from the Working Cabinet to the Archive Cabinet, take the following steps: From the Working Cabinet toolbar, select Archive to open Drake Documents Archive Utility. Protection Plus Firm Level inside of Drake – When an ERO uses the firm level program, Protection Plus is automatically included on every 1040 and 1040-SR return that the tax office files. felt cover weight stock. Note: • This feature does not edit or remove existing. You can print, share, and automatically route tax files from tax software to the correct folder in SmartVault. - 5p. See below for some common settings, options, and troubleshooting for the Drake PDF printer. The die-cut double windows align perfectly with software-generated cover sheets by AccuTax, ATX, CCH ProSystem fx, Creative Solutions, Crosslink, Drake, ExacTax, Intuit, Lacerte, OLT Pro. Technology. GreatTax™, Drake ® TaxWise® and. Shopping Cart | Mines Press. . Tax Return Folders; Tax Software Folders; Tax Software Envelopes; Federal & State Envelopes; Multi-Purpose Envelopes; Multi-Purpose Folders; Presentation Supplies; Tax Supplies; Tax Reference HandbooksUse our tax forms to complete your return in an organized manner. A confirmation dialog will ask if you would like to enable MFA. Folders compatible with all major tax software systems. When you create a new return in Drake, a corresponding folder is created in the Drake Documents. New 18313: 2023. folder. Both are integrated into Drake Software, so documents can be saved to Drake Documents from within client files themselves, and the software for both cabinets is updated when the tax software is. This electronic manual has been developed for Drake clients to provide clear, easy-to-find instructions and guidelines for using th e software. For more helpful how-to videos, visit TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. Drake Software’s email is designed to work with your Web-based email, such as Gmail® or Yahoo®, or your desktop email, such as Microsoft® Outlook®. 1. Click New Folder. If I’m interested in articles on Pricing Setup, I can browse to Drake Software > Setup > Pricing Setup, and it will show me all articles. 9500 > DrakeSoftware. SSA and IRS compliance made easy. Actual Size: 8. To export your client list from Drake Software to a CSV file: 1. *The trademarks for the third-party software noted here are owned by their respective companies. $0. Click New Folder. Browse to the graphic image you want to use, select the image file and click Open. The windows are positioned to align with the cover sheet produced by your software package. Yes, the IRS and SSA maintain certain requirements on forms to allow processing. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. Save 15% On Your Purchase with Drake Software Tax Folders Coupon Code. Click Save, and then click OK. needs are met prior to the start of a new tax season. Organize the documents according to the appropriate tax folder sections, such as income, deductions, and credits. Nelco partners with over 100 software companies ensuring users receive compatible and compliant forms, or electronic filing solutions, that meet their needs. Product Name. The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. 29. Returns will require a Return Merchandise Authorization (RMA) number and will be subject to a 15% restocking fee. After you have installed Drake Tax and have begun using it, Drake recommends that you change data locations only under the direction of Drake Software Support. The Backup and Restore tool allows you to schedule automatic backups, make custom one-time backups, and restore previously made backups. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. That way, your Drake. 5" when folded. Click OK. The displayed structure represents what is created when you add new returns to the software. Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Authorized Site for Drake Compatible Products. The reports generated using this software can be used for tax return filing. If a drive is selected where Drake Tax is not installed, the software would create a Drake Tax folder with only those sub-folders necessary to the shared functions (it does not install Drake Tax). All forms orders take between 24-48 hours to ship. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. Get the best quality tax return folders from Folders. Choose from 2 template sizes to pair with your presentation folders with the appropriate tax / accounting software. 1. That way, your Drake. Click Save. In Drake Accounting, make the client you want to sync to Portals the active client. (866) 570-3842. All of our staff are experienced preparers, but I would be hesitant to throw a new person into a complex return with Drake as it does not do much hand holding like many of the other more expensive platforms. For Drake Tax, select a location where you want the program installed. 1. ) 2. In. Jul. It also offers built-in templates for new tax years, engagements, and client lists, which speeds up the tax filing process. 17Contact EFIN Management at (866) 273-9032 and tell them you will be replacing your existing EFIN. In. TaxCalcUSA is an established family business completely committed your your satisfaction. Add to Wishlist; Overview. Easily complete any combination of returns that you need – federal or state forms, including business, specialty and sales & use forms (even W-2s, 1099s and 941s). Use Drake Documents to store and organize electronic documents such as PDF copies of tax returns, scanned Forms 8879 and 1099-B, and scanned copies of driver’s licenses, Social Security cards, and other forms of ID. 500. If using Chrome, press CTRL + J to show the recent downloads and then choose Show in Folder to access the save location directly. 500. For. Products – Learn more about Drake Software’s products and . Window Folder Specs: Size: 8-1/2″ x 11-1/4″ Score Size: 7/16″ Colors: Midnight Blue, Burgundy, Green Paper Weight: 80# 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Drake Tax Planner; It is one of the fundamental features of this tax software, which can help you plan for taxes for your clients based on factors such as dependents, income, and marital status. See how the Backup and Restore Tool saves time with a Drake Tax free trial. For steps on deleting clients through Drake Tax, see Related Links below. 95 per year, per 25 GB. Drake Tax allows only a . From the 2018 reviews of professional tax preparation systems. Click Finish when the process is complete. 1. We're available by phone 800-966-2709 , Monday - Friday from 8a. Custom imprinting or foil-stamping options. This includes client data files, print files, database files and transmission files. Flexible storage – Drake Portals comes with 5 GB of file transfer space for all plans. Window Tax Folders with Side Staples – Compatible TaxWise™ and TaxWorks™ Software. 1. Drake Documents is integrated with both Drake Tax and Drake Portals, making it efficient and easy to use. Choose from various colors, sizes and styles to suit your needs and budget. Set up a custom chart of accounts, import from an existing client, or use a template. Step 3: Remove Leftover Files and Folders. Starting with. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. The Drake Team has been hard at work in 2008 to help ensure that tax season at your firm is a successful one. The windows are positioned to align with the cover sheet produced by your software package. The Client Communications Editor opens. Buy Now. Windows align with tax software-generated cover sheets. 225. Drake Document Manager is a good solution which is only available as part of the Drake Tax Suite. These folders are thoughtfully designed with the needs of tax professionals in mind, ensuring easy access to client information, reducing clutter, and enhancing overall productivity. The software can be used on a single workstation or your choice of network configurations. Enter the New folder name and click OK. 1. 12-790 MultiTax 1" Expansion Folder: Center Cut - NAVY Tax-Aid's software compatible folders are guaranteed to work with Drake®, TaxSlayer Pro®, Crosslink®, TaxWise®, Accutax® and. Paper Weight: 80# – choose from 10 colors. This includes client data files, print files, database files and transmission files. Basic Tax Return Folders Designer Tax Return Folders Simple Folders Available with Pockets, Side-Staple Tabs, Top-Staple TabsSet Up Account. Drake Accounting provides multiple reports such as single-column balanced sheets, payroll reports, profit and loss reports, etc. 26 Broadcast - Drake In Depth: Self-Employment and Rental Income - CPE Training New 18312: 2023. is an electronic storage solution installed with your Drake Tax program. To delete the new folder, select the folder and click Remove. Select the Client menu, Tax Type, and select the tax type you wish to back up. It's well-reviewed for customer service, user experience and its three cost-effective plans. This includes client data files, print files, database files and transmission files. A well-organized office. Software. Right click on the file named DrakeYY_Federal. Request Your Free Sample Pack. Click . $ 1. The displayed structure represents what is created when you add new returns to the software. Glossy Ceramic Mug. Select the folder Downloads in the left pane of the File Explorer window. When you create a return in the tax software, Drake automatically creates the client folder with subfolders labeled Tax and subfolders for tax year. Menu. Print a coversheet from your tax software to display through the windows of these high-quality tax folders, and easily mail to clients. To rename or delete the folder, select it in the Drake Portals pane and right click. Professional tax return folders with pockets, tax covers, custom folders and covers for all types of important documents. Form 1098-C does not need to be printed in red-line forms per Form. 75"W x 11. First Class Mail Double Window Tax Return Envelope - Self Adhesive. Click the second Add button related to Custom Folders to include sub-folders and files for the select folder(s) to the backup. Create a new folder on your C: drive named ConversionData before you begin the backup process (For example, C:ConversionData). Side-Staple Window Tax Folder Specs: Overall Folded Size: 8-1/2″ x 11-1/4″ Click Add. Requiring Updates When Offline . 1. When integrated with Drake software, QuickBooks automates the data entry task. Blue Linen. For a list of Custom Software Compatible Folders, click here. Jul. Left Pocket Presentation Folder w/ Window & Fold Down Tab. Drake Documents. On the Account tab, locate the Firm Name and Logo area on the left, the currently loaded logo image is displayed. Please call (828) 524-8020 for assistance. Sales: (800) 890-9500 Sign In. Folders are constructed of 80 lb. To create additional folders: Highlight the drawer or folder that contains the new folder. See how the Backup and Restore Tool saves time with a Drake Tax free trial. 1. Drake Accounting Software comes with a large-scale store of the W-2 forms, 940, 941, 944, 1099 forms, and federal and state tax forms. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxSlayer, TaxWise, and Ultimate Tax Software. 250. Double Window Tax Return Folder - Side Staple (Midnight Blue) TaxTime USA offers comprehensive software programs for businesses needing to report sales, unemployment and personal property taxes easily and cost effectively. $ 12920. I currently have drake software installed on my main computer at my main office and my one employee launches the software using a shared application folder while she is at the the main office. A . Alternatively, during the. Drake Tax offers several tax package. Check out our selection of Drake Software deals today and start saving!. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. I am now opening up a new office and wanted to hire a remote tax preparer. More than 70,000 tax professionals nationwide use Drake. We offer the largest assortment of tax return folders for accountants available online today. 500. These Tax Return Window Envelopes are specifically designed to work with your Drake® tax preparation software. Features & Specs:Drake Software | 800. Use the Passport to Success to help get you ready for a. New Products & Designs. Collection, 25 Count, Tax Returns Pocket Folders, Stamped, for Tax Professionals (9 x 12) - Green. i Drake Tax includes more than 6,000 federal and state forms and schedules: • 1040 • 1040NR • 1041. All financial data gets directly imported into the tax software, improving return accuracy and saving time. If you have selected the incorrect folder, press the back arrow to return to the folder selection on the Files tab. 39. Double-click on the preparer or select the preparer and click Edit Preparer. 21. Work with Drake Documents – Store and access tax forms, returns and documents in Drake Documents, your digital filing cabinet. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021. Drake Portals on the SecureFilePro TM domain provides a secure client file exchange, allowing preparers and their clients to exchange confidential tax documents securely and conveniently. Drake Software is a complete professional tax preparation. Drake Software – Drake Document Manager. 12-750b MultiTax Folder: Tax Return Embossed and Foil Center Cut Hidden Staple Tab - Navy. To manually sync records, complete the following: 1. Locate and open the DrakeXX folder. On the Client tab, press the F3 key, select All. Review "Drake Tax Security Information" for information the software login procedure. Then make the following selections: The Drake Tax Software locationto which you would like to install the program,Oval Air Freshener. Software Compatibility – 100% guaranteed to work with AccuTax, Crosslink, Drake, Refunds Today, TaxWise, and Ultimate Tax. SmartVault integrates with Drake Software to provide built-in document management for the software. M2 x21. 29. These Tax Software Compatible Folders are specifically designed to work with your tax preparation software. 1000. The windows are positioned to align with the cover sheet produced by your software package. Next . 75" x 11. New 18321: 2023. The success of your office will depend on a reliable network. Get big discounts on tax folders – no coupon required with The Tax Form Gals! Use these premium tax folders to deliver tax returns to clients and build a more professional brand for your accounting firm! Embossed Tax Folder Specs: Size: 9″ x 12″ Score Type: Single Paper Weight: 80# Linen Pockets: Two, 4″ tall Business Card Diecut: Right. Drake Tax and supplementary programs such as Drake Accounting, Drake Portals, Drake E-Sign, and GruntWorx. View Details. Data Entry Help Drake. Features & Specs:NELCO provides Drake compatible supplies - tax folders, envelopes, cards, CD tax return envelopes and labels, specialized post cards, blank 1099s, perforated blank W-2 Forms, and several other products. com : Drake Tax Folders & Envelopes - Business Laser Checks, Check Envelopes, Blank Check Paper, Quickbooks 3-Up Checks, Quickbooks Checks, Sage/Peachtree Checks, Tax Forms & Accessories, Tax Return Folders, Tax Return Envelopes, Accountants Corner,. I want to know if Drake is as good as Proseries for calculations and ease of use. All forms orders take between 24-48 hours to ship. Drake Accounting ® provides approved scannable W-2 SSA Copy A and W-3 SSA Copy A forms. Nelco also takes orders by: Phone (800) 266-4669) Fax (800) 996-3526) Email ([email protected] or Unsigned. Legal Size Two Pocket Presentation Folder. Print a coversheet from your tax software to display through the windows of these high-quality. 11660: Protection Plus - Definition and Software Setup. Highlight one or more files: Drag the file(s) down into the Drake Portals pane. More Details; Request Sample; Priced Per Quantity (Each) 50. 100. 2. Side-Staple and Top-Tabs available. 100. You can scan them into Drake Documents as separate PDFs or as a single PDF, in any sequence, as long as each tax document is scanned as a separate page and the pages of multi-page documents such as brokerage statements and K-1 papers are scanned.